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Can’t I Fund My Trust With My Pour Over Will?

Can’t I Fund My Trust With My Pour Over Will?

Want to know how to make an estate planner cringe? Tell them, "I don't need to fund my trust, I have a pour over will." If you have a revocable living trust as part of your estate plan, you probably also have a pour...

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Medicaid Estate Recovery: What You Need to Know

Medicaid Estate Recovery: What You Need to Know

“Ohio Medicaid collects millions from families after death.” The Dayton Daily News recently ran several articles about their investigation of Ohio’s Medicaid Estate Recovery (MER) system featuring headlines such as...

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Surprise! You’ve got Money

Surprise! You’ve got Money

According to the Ohio Department of Commerce, Ohioans have claimed more than $14 million in unclaimed funds already during the 2023 calendar year. Have you checked to see if you could be part of that statistic? What...

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New Year, New Tax Rules: A Look at SECURE Act 2.0

New Year, New Tax Rules: A Look at SECURE Act 2.0

Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies....

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